- Hiring Organization: IDFC FIRST Bank
- Post Name: Senior Wealth Manager
- Industry: Banking
- Qualification: Any Graduate
- Salary: INR 50000/- to INR 80000/- Per Month
- Job Experience: Fresher
- Work Hours: 8 Hours
- Employment Type: Full-times
- Location: Mumbai
IDFC First Bank (formerly IDFC Bank) is an Indian private sector bank that forms part of IDFC, an integrated infrastructure finance company. The bank started operations on 1 October 2015, after receiving a universal banking licence from the Reserve Bank of India (RBI) in July 2015. It is listed on BSE and NSE.
In 2014, the Reserve Bank of India granted an in-principle approval to IDFC Limited to set up a new bank in the private sector. Following this, the IDFC Limited divested its infrastructure finance assets and liabilities to a new entity – IDFC Bank. The bank was launched through this demerger from IDFC Limited in November 2015.
IDFC Bank started operations in 19 October 2015, with 23 branches in Madhya Pradesh, Delhi, Mumbai, Hyderabad, Bengaluru, Pune, Chennai, Ahmedabad and Kolkata. It has more than 600 branches across India till 2021. 15 branches are in settlements with a population of less than 10,000. IDFC Bank launched its 100th branch in Honnali, Karnataka, in October 2017.
In January 2018, IDFC Bank and non-banking financial company Capital First announced a merger. Shareholders of Capital First were to be issued 13.9 shares of the merged entity for every 1 share of Capital First. IDFC First Bank was founded as a new entity on December 18, 2018.
We are looking for a wealth manager to be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments.
- Advising clients on financial products and services.
- Buying and selling stock on behalf of the client.
- Managing investments.
- Conducting planning services.
- Providing tax planning services.
- Providing estate planning services.
- Must be analytical.
- Able to understand complex information.
- Strong mathematical skills.
- Good presentation skills.
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